The 2026 Dallas Family Office Conference

Navigating the 2026 energy landscape requires balancing high-level market strategy with on-the-ground operational discipline. Join industry leaders from Pickering Energy Partners, EIG, and top operating firms as they dissect where smart capital is flowing today. The discussion will move beyond the headlines to cover real-world valuations, risk management, and where the most attractive risk-adjusted returns lie for private investors.

Discover how InNova Global Fund is democratizing access to emerging market microfinance, delivering competitive returns while creating measurable social impact in Kenya. We'll explore our dual investment structure (506c for accredited investors), our $125 million monthly deployment supporting millions of microenterprises, and why family offices are increasingly allocating to alternative investments that combine financial performance with ESG impact.

Managing philanthropy well takes time, and for most family offices, time is the one thing in short supply. Partnering with a community foundation like The Dallas Foundation expands your capacity without expanding your overhead. Explore how community foundations can streamline complex giving, translate family values into a shared philanthropic vision, engage the next generation, and preserve a lasting legacy without adding operational complexity.

Josh Tolley is celebrating his 31st year as an entrepreneur. He has been featured on Fox Business, Kiplinger, and over thirty other media outlets. His show, The Logical Podcast, His down-to-earth approach has led to his books on business to be utilized by universities and he has personally started to enjoy advising governments on economic growth. When not running his finance and commerce company, Sceptyr, he loves taking his wife and four kids on adventures and the occasional Astros game.

Unique and focused strategy of acquiring cash-generating energy assets and improving their operational, financial, and environmental performance. By utilizing scale, vertical integration, and cutting-edge technology, Diversified can produce consistent cash flow and manage these assets for the next 100 years. The Company plays a vital role in responsibly producing and providing energy security to the United States.

Family offices are becoming increasingly complex, managing direct investments, multiple asset classes, global structures, and growing generational demands. This panel will explore how leading families and advisors are rethinking their operating model—moving from fragmented systems to integrated platforms that enable control, transparency, and better decision-making. The discussion will cover governance, data, reporting, and how technology is reshaping the infrastructure behind modern wealth.

As markets evolve, investors are increasingly focusing on the lower-mid market, where sector specialization and operational value creation can drive strong, consistent returns. This panel will explore how private equity firms and family offices are identifying and scaling platform opportunities, navigating consolidation trends, and structuring long-term partnerships. Speakers will share insights on deal sourcing, capital allocation, and aligning with operators to build resilient, growth-oriented businesses in a more selective investment environment.

We explore how a new class of advanced fission can reach $0.02/kWh by redesigning the core economics of energy production. Rather than relying on incremental improvements, this approach rethinks the system as a whole—integrating advances in physics, fuel efficiency, and simplified architecture into a more coherent and elegant design. The outcome is a scalable model for low-cost baseload power with significant long-term investment implications.

AI is transforming how families invest, how security teams protect them, and how attackers steal from them, all at once. An active investor and CISO breaks down how to harness AI's power while guarding against the threats it creates, including the private data families are unknowingly giving away.

Most wealthy families have priced their market risk, their credit risk, and their business concentration risk. Few have addressed the structural gap between their balance sheet and the liquidity obligations their estate plan will eventually demand. This session covers how modern family offices use life insurance, from contingent capital to premium financing to PPLI, as planning infrastructure rather than a product.

We are all born with the potential to be extraordinary. Medal of Honor Recipients embody this truth and their examples inspire us. The National Medal of Honor Museum, Monument, and Griffin Institute bring these examples to visitors as well as classrooms, boardrooms, and communities around the country.

Cross Current Equity Partners

This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.

As AI, data centers, and industrial growth accelerate, power is becoming a strategic necessity. This presentation explores why energy infrastructure is emerging as one of the most critical real-asset opportunities of the next era. Drawing on experience in cross-border investments across battery storage, hybrid energy hubs, and grid-scale power projects, Harry will highlight where capital is being deployed, how these assets are structured, and how investors can participate in building resilient, scalable energy systems that drive the next phase of economic growth.

Focused on long-term vision, this panel examines how athletes and families can build legacy-driven platforms through NIL. From compliance and tax strategy to ownership and investment, the discussion centers on creating structures that protect wealth and generate opportunity for future generations.

AI has eliminated nearly 30% of entry-level job postings since 2024 and left 42% of recent college graduates underemployed, not because the economy is shrinking, but because experienced workers augmented by AI no longer need junior support. The traditional pipeline from diploma to career is breaking, and with it, the assumptions underpinning workforce development, university relevance, and an entire generation's path to economic participation. But inside this disruption is a compelling investment thesis: universities now have no choice but to evolve, and the infrastructure required to close this gap, experiential venture-building programs that produce investment-grade companies from student teams, is an emerging asset class. 

From Venture Capital to Private Equity deals, Family Offices are becoming more sophisticated and hiring industry professionals to help them source and manage direct and co-investments with an institutional flavor. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities.